Plans and Pricing
Free
For anyone starting the journey to improve their financial situation.
$0
per month
Includes
- Connect up to 5 accounts
- Net worth & cash-flow dashboard
- Budgets and goals
- 50 questions/month to FinanceAI
- iOS
- Financial harness across 50+ subject areas
- Financial modeling & scenarios
- Tax-loss harvesting & Roth automation
- No model training on your data or content by default
Most popular
Pro
Unlock premium features, data models, and a powerful financial agent harness.
$20
per month
Everything in Free, plus
- Unlimited accounts 12,000+ institutions via Plaid, MX, Finicity, Yodlee, Stripe
- Full agent harness Tax, Retirement, Credit, Investing, Mortgage, Insurance
- Specialized datasets market data, tax code, rate sheets, retirement rules
- Decision-grade modeling Monte Carlo, DCF, scenario trees
- Tax-loss harvesting & Roth conversion automation
- Bill negotiation & subscription audits
- Multi-year memory & life-stage reasoning
- Early access to new agentic capabilities
- Priority chat & email support
Usage limits apply. Prices shown don’t include applicable tax. Price and plans are subject to change at FinanceAI’s discretion.
FinanceAI Plans for the Enterprise
Flexible plans for teams of all sizes from small offices to enterprise finance teams.
Security and Compliance
Enterprise-grade security and industry-standard protection of data.